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Revenue Assistant and Credit Controller (Wealth Management) - City of London/Hybrid-C £25,000 and...

Financial Divisions
Posted 8 hours ago, valid for a day
Location

London, Greater London EC1R 0WX

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An excellent opportunity is available at a highly regarded Wealth management firm for a Finance role supporting the Finance Director and Revenue team.
  • The position requires a talented individual with a strong numerical aptitude, attention to detail, and a confident, can-do attitude.
  • Candidates with financial services experience are preferred, but it is not essential, as the firm offers a supportive team environment.
  • The role includes responsibilities such as tracking payments, preparing month-end revenue reports, and ensuring compliance with internal processes.
  • The position offers a salary of £40,000 and requires 2-3 years of relevant experience, along with excellent benefits including bonuses, a share scheme, and 28 days of holiday plus bank holidays.

and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays

An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibility for supporting the Finance Director and Revenue team in the day-to-day revenue management of their group of companies. This will suit a talented individual who is numerate, displays an attention to detail, is confident with numbers and has a can-do attitude. Experience within financial services an advantage however not essential, this business genuinely provides a team oriented and supportive environment.

Duties will include (but not be limited to):

Tracking incoming payments on internal systems

Liaising with, and providing the outsourcing service with the data they require to

complete all postings in the timely manner.

Troubleshooting, resolving and chasing outstanding payments.

Preparing month end revenue reports.

Liaising with Client Support Team to resolve income queries

Providing client data and reports on request from colleagues

Providing Management information from systems as required

Maintenance of all department shared mailboxes

Dealing with internal and external queries

Assisting in the integration process for all transactions including novation of agencies and

data checking and transfers

Ensuring all internal processes are completed in line with company standards and

compliance requirements

Ensuring financial records meet with company standards and timelines.

Assisting with audits and checking for discrepancies in data.

Act as the Quality Controller for the revenue data on the system?

Supporting the business growth and development through participation in projects

and workgroups.

Carrying out and maintaining training and development activities as required by the business and set by line management

This role represents an excellent opportunity for the right individual to join an excellent, growing and ambitious business in a fundamentally important role in their finance function and contribute to the smooth running of the revenue management process.

CV to Sam Negbenebor.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.